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Core-10 Approvers

Core-10 Approvers. Approvers Role Actions. Budget Check. Sourcing. Purchase Order. Requisition. Amount Approval. ChartField Approval. Purchasing Approval. 2,500. 10,000. Budget Check Exceptions. 1 Mil. Over 1 Mil. Requisition Reconciliation Workbench. Workflow.

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Core-10 Approvers

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  1. Core-10 Approvers Approvers Role Actions

  2. Budget Check Sourcing Purchase Order Requisition Amount Approval ChartField Approval Purchasing Approval 2,500 10,000 Budget Check Exceptions 1 Mil. Over 1Mil. Requisition Reconciliation Workbench Workflow • ITD-10 Workflow from Agency DOIT Approval

  3. Workflow • DOIT ITD-10 +ADHOC +ADHOC +ADHOC Sourcing CIO/CTO Approval Over $10,000 ITD Buyer Approval ITD CPD Director Approval Agency Purchasing Approval Agency Chartfield Approval DOIT BDD Approval Purchase Order • DOIT ITD-BID DOIT BDD Approval CIO/CTO Approval Over $10,000 ITD Buyer Approval ITD CPD Director Approval Convert to Contract Agency Purchasing Approval Approve Deny Pushback Edit Comment Approve Deny Pushback Edit Comment Approve Deny Edit Comment Approve – Moves approval forward in workflow – Notification - Worklist – no email Deny – Reinitiates approval process – sends back to requester at agency. Worklist - Generates email Pushback – Pushes back to the previous approver. Generates email – not in Worklist Edit – DOIT approvers may not edit price or quantities. Comment – Comments may be added by any role without reinitiating the process.

  4. Worklist • Navigation – Finworklist > Worklist

  5. FINWorklist • Sorted by From

  6. Searching your FINWorklist • Users can use Ctrl F on your keyboard to search by Requisition IDs or Description.

  7. FinWorklistView All • Navigation – Finworklist > Worklist

  8. View Requisition Details

  9. Viewing Attachments • Comments Bubble

  10. View Attachments

  11. Attachment Displays

  12. Actions - Adhoc, Approve, Pushback or Deny • Adhoc

  13. Actions - Adhoc, Approve, Pushback or Deny • Approve, Pushback or Deny

  14. Pooled Worklists • Approval Roles have Multiple Approvers

  15. Pooled Worklist • Multiple Approvers in a Pooled Worklist

  16. Multiple Roles • Auto Approval

  17. Manage Requisitions • Navigation: eProcurement > Manage Requisition

  18. Requisition Lifespan

  19. Core-10 – Facts • 328 Multi-Requesters statewide have ability to create Core-10s. • 1363 ITD-10s & ITD-BIDs have been successfully created. • EPM Core-10 Queries – Navigation:EPM Reporting Tools > Query >Query Manager CT_CORE_FIN_CORE10_BU_REQ_DT CT_CORE_FIN_CORE10_BY_FLG_DATE CT_CORE_FIN_CORE10_BY_REQ_NBR CT_CORE_FIN_CORE10_VNDR_REQ_DT

  20. Core-10 Questions or Issues Please call the Core-CT Help Desk… 622-2300

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